Paul Williamson & Company, Inc. is a specialized mainland Vero Beach retirement income and fiduciary financial planning practice located along the Miracle Mile / Indian River Boulevard corridor at 1515 Indian River Boulevard, Suite A241, Vero Beach, Indian River County, Florida (ZIP 32960). Offering investment advisory services through SEC-registered Raymond James Financial Services Advisors, Inc. (Firm CRD #149018, SEC File #801-69815) and securities through Raymond James Financial Services, Inc. (Firm CRD #6694), the practice is led by President and Senior Financial Advisor Paul Allen Williamson, CFP®, RICP®, AIF® (Individual CRD #2491169)—who holds the Certified Financial Planner™, Retirement Income Certified Professional® (RICP®), and Accredited Investment Fiduciary® (AIF®) designations—alongside Financial Advisor Matthew Todd 'Matt' Hamilton, CFP®, AAMS® (Individual CRD #6841584).
Conveniently situated on Mainland Vero Beach near Vista Royale, Pointe West, Waterway Village, and Indian River Estates, Paul Williamson & Company focuses on converting accumulated retirement savings into reliable, inflation-hedged monthly retirement paychecks. The dual-CFP® team specializes in Florida Retirement System (FRS) Pension vs. Investment Plan elections and DROP lump-sum rollovers for retiring School District of Indian River County educators, county employees, and Cleveland Clinic Indian River Hospital professionals, as well as SECURE 2.0 RMD timing, Social Security claiming strategies, and long-term care stress testing.
Official Verification Sources: SEC IAPD Firm Summary — Raymond James Financial Services Advisors, Inc. (CRD# 149018); FINRA BrokerCheck — Paul Allen Williamson, CFP®, RICP®, AIF® (CRD# 2491169) & Matthew Todd Hamilton, CFP® (CRD# 6841584); Paul Williamson & Company, Inc. — Raymond James Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Paul Williamson & Company, Inc. offers advisory services through Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC #801-69815) and securities through Raymond James Financial Services, Inc. (CRD #6694) at 1515 Indian River Blvd, Suite A241, Vero Beach, FL 32960 (Phone: 772-492-8894).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board / The American College
Notes: President Paul Allen Williamson, CFP®, RICP®, AIF® (CRD #2491169) and Financial Advisor Matthew Todd Hamilton, CFP®, AAMS® (CRD #6841584) lead the mainland Vero Beach practice.
Factual details and direct answers about Paul Williamson & Company, Inc. — Raymond James Financial Services (Paul A. Williamson, CFP®, RICP®, AIF® & Matt Hamilton, CFP®)'s services, licensing, and credentials.
What is the Retirement Income Certified Professional® (RICP®) designation held by Paul A. Williamson, CFP®?
Conferred by The American College of Financial Services, the RICP® designation specializes in structuring sustainable retirement income from 401(k)s, IRAs, FRS DROP accounts, and Social Security while protecting against longevity, inflation, and sequence-of-returns risk. Paul A. Williamson (CRD #2491169) holds the CFP®, RICP®, and AIF® credentials alongside fellow CFP® practitioner Matt Hamilton (CRD #6841584).
Does Paul Williamson & Company assist Indian River County teachers, municipal employees, and hospital staff with retirement rollovers?
Yes. Located on Mainland Vero Beach at 1515 Indian River Boulevard, Suite A241 (772-492-8894), the team frequently helps retiring School District of Indian River County employees, county workers, and Cleveland Clinic Indian River Hospital staff evaluate FRS DROP rollovers and 403(b)/401(k) distributions.
Where is Paul Williamson & Company located in Vero Beach?
The office is located at 1515 Indian River Boulevard, Suite A241, Vero Beach, FL 32960, near Miracle Mile and the Merrill P. Barber Bridge, just 1.5 miles north of Vista Royale.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.